We are live on ! Find out more
SHV icon

iShares 0-1 Year Treasury Bond ETF

723 hedge funds and large institutions have $9.49B invested in iShares 0-1 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 249 increasing their positions, 268 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 54

7% more funds holding

Funds holding: 675723 (+48)

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

0% less capital invested

Capital invested by funds: $9.51B → $9.49B (-$17.6M)

0.74% less ownership

Funds ownership: 48.95%48.21% (-0.74%)

7% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 268

Holders
723
Holders Change
+48
Holders Change %
+7.11%
% of All Funds
9.52%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
0.9%
New
117
Increased
249
Reduced
268
Closed
54
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
651
Quest 10 Wealth Builders
Virginia
$104K +$105K +948 New
GWM
652
Geneos Wealth Management
Colorado
$97.7K -$662 -6 -0.7%
KIM
653
Kestra Investment Management
Texas
$96.8K +$96.9K +879 New
AIM
654
Anchor Investment Management
South Carolina
$93.2K
CA
655
Continuum Advisory
Idaho
$91.4K -$26.2K -238 -22%
BA
656
Bristlecone Advisors
Washington
$82.6K
LFA
657
LGT Financial Advisors
Texas
$75.3K -$36.3K -329 -32%
QCG
658
Quadrant Capital Group
Ohio
$71.9K
FF
659
Friedenthal Financial
New Jersey
$70.8K -$68.6K -622 -49%
CAM
660
Clarity Asset Management
Iowa
$70.6K +$1.1K +10 +2%
PCFFS
661
Pacific Center for Financial Services
California
$65.5K
CMBA
662
C.M. Bidwell & Associates
Hawaii
$57.9K
SIS
663
Strategic Investment Solutions
Illinois
$57.4K +$41K +372 +250%
WT
664
Washington Trust
Rhode Island
$56.9K
Fifth Third Bancorp
665
Fifth Third Bancorp
Ohio
$56.8K
SSB
666
Sandy Spring Bank
Maryland
$56.2K -$9.37K -85 -14%
BPAMU
667
BTG Pactual Asset Management US
New York
$54.8K +$54.7K +496 New
HC
668
Hoese & Co
Minnesota
$52.9K
SAM
669
Synergy Asset Management
Washington
$51.1K +$50.9K +462 New
GJIA
670
Glass Jacobson Investment Advisors
Maryland
$50.2K +$221 +2 +0.4%
EWM
671
EPG Wealth Management
Georgia
$50K
Fidelity International
672
Fidelity International
Bermuda
$48.1K
MCM
673
MidAtlantic Capital Management
Virginia
$47.7K
RIL
674
Rothschild Investment LLC
Illinois
$40.3K
PWA
675
Physician Wealth Advisors
Utah
$39K +$39K +354 New

SHV Hedge Fund Activity: Q4 2024 in Review

723 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q4 2024, worth a combined $9.49B — down 0.18% from $9.51B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new SHV positions and 54 closed out — a net gain of 63 holders — while 249 added to existing stakes and 268 trimmed.

The largest buyer was BlackRock, adding an estimated $533M. The largest seller was JP Morgan Chase, cutting an estimated $803M.

  • 723 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q4 2024, up from 675 in Q3 2024.
  • Funds reported $9.49B of iShares 0-1 Year Treasury Bond ETF stock for Q4 2024, down 0.18% quarter-over-quarter.
  • 117 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q4 2024 and 54 closed out, a net change of +63 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q4 2024 was BlackRock, an estimated $533M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $803M sold.

Based on aggregated 13F filings for Q4 2024.